Institutional Fund
Planwiser Financial, LLC
Colorado Springs, COCIK 20437416 filings on record
Portfolio Value
$138.13M
Q1 2026
Holdings
47
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.4%
from $133.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr11.0%
- Ishares Tr9.9%
- Vanguard Index Fds5.6%
- Spdr Index Shs Fds5.6%
- Spdr Series Trust5.3%
- Dimensional ETF Trust4.9%
- Other57.8%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 127.5K | $15.14M | 11.0% | +2.3K | Added |
| 2 | Ishares Tr | 19.4K | $13.67M | 9.9% | −1.9K | Reduced |
| 3 | Vanguard Index Fds | 15.9K | $7.70M | 5.6% | +3.7K | Added |
| 4 | Spdr Index Shs Fds | 156.9K | $7.67M | 5.6% | −16.0K | Reduced |
| 5 | Spdr Series Trust | 255.3K | $7.32M | 5.3% | +146.1K | Added |
| 6 | Dimensional ETF Trust | 165.4K | $6.84M | 4.9% | −926 | Reduced |
| 7 | Vanguard Scottsdale Fds | 139.7K | $6.58M | 4.8% | +38.7K | Added |
| 8 | Rbb Fd Inc | 87.6K | $6.33M | 4.6% | +66.1K | Added |
| 9 | Ishares Tr | 100.1K | $5.37M | 3.9% | +77.8K | Added |
| 10 | Vanguard Whitehall Fds | 65.7K | $4.42M | 3.2% | +27.7K | Added |
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